UTI Nifty 200 Momentum 30 Index Fund vs Kotak Nifty Next 50 Index Fund compare

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Overview

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Fund	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹291 Cr	₹6972 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	03 Mar 2021	10 Mar 2021
Category	Index Fund	Index Fund
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Next 50 TRI	Nifty 200 Momentum 30 TRI
Turn Over	58.83%	36%
Expense Ratio	0.84	0.92
Manager	Devender Singhal	Sharwan Kumar Goyal
ISIN Code	INF174KA1FX3	INF789F1AUS7
Exits Load	Nil/365	Nil/365

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Month	2.35%	2%
6 Month	28.46%	23.89%
1 Year	68.79%	66.97%
3 Year	23.05%	25.29%
5 Year	-	-

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	32.73%	31.81%
3 Year	56.94%	64.81%
5 Year	60.81%	69.98%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
1 Year	21.73%	24.08%
3 Year	63.51%	70.45%
5 Year	65.39%	72%

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Standard Deviation	16.66%	17.24%
Sharp	0.94%	1.12%
Beta	1.14%	1.16%
Alpha	3.77%	7.34%

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Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Name	Devender Singhal	Sharwan Kumar Goyal
Total AUM	₹20480 Cr	₹27732 Cr
Fund Manage	12	8
	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Large Cap	86.23	69.34
Mid Cap	13.28	31.12
Others	0.38	-0.44

Scheme Name	Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Retailing	10.83	-
Aerospace & Defense	9.52	-
Power	5.82	-
Finance	12.7	-
Transport Services	3.21	-
Electrical Equipment	5.2	-
Diversified Metals	2.93	-
Petroleum Products	2.78	-
Gas	3.08	-
Automobiles	2.52	-
Realty	2.43	-
Personal Products	5.72	-
Auto Components	3.69	-
Banks	5.79	-
Chemicals & Petrochemicals	3.83	-
Consumer Durables	2.74	-
Insurance	3.34	-
Cement & Cement Products	3.51	-
Ferrous Metals	1.76	-
Beverages	2.87	-
Agricultural Food & other Products	1.45	-
Leisure Services	1.38	-
Pharmaceuticals & Biotechnology	2.41	-
Others	0.38	-0.44
Capital Goods	-	18.83
Services	-	6.42
Automobile	-	22.07
Materials	-	5.71
Financial	-	12.93
Energy	-	4.56
Construction	-	8.78
Healthcare	-	16.13
Consumer Staples	-	2.61
Metals & Mining	-	2.42